Axel Capital Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-40,000
| Closed | -$4.46M | – | 44 |
|
|
2020
Q2 | $4.46M | Buy |
40,000
+26,000
| +186% | +$2.9M | 3.36% | 8 |
|
|
2020
Q1 | $1.35M | Buy |
+14,000
| New | +$1.35M | 1.76% | 20 |
|
|
2015
Q4 | – | Sell |
-42,200
| Closed | -$4.31M | – | 25 |
|
|
2015
Q3 | $4.31M | Hold |
42,200
| – | – | 2.63% | 2 |
|
|
2015
Q2 | $4.82M | Buy |
42,200
+10,000
| +31% | +$1.14M | 3.38% | 2 |
|
|
2015
Q1 | $3.38M | Hold |
32,200
| – | – | 2.36% | 2 |
|
|
2014
Q4 | $3.03M | Hold |
32,200
| – | – | 2.97% | 5 |
|
|
2014
Q3 | $2.87M | Buy |
32,200
+9,600
| +42% | +$855K | 2.86% | 5 |
|
|
2014
Q2 | $1.94M | Hold |
22,600
| – | – | 3.55% | 7 |
|
|
2014
Q1 | $1.81M | Buy |
+22,600
| New | +$1.81M | 4.03% | 15 |
|